Indispensable for manage customers and orders in a simple and intuitive way.
The application is aimed to the representative, commercial agent, promoter and similar.
The application's purpose is to simplify and facilitate the user in customer management, and track visits to customers as well as offering a number of tools to the analysis of the work.
Some of the main features:
- Import / Export and price lists management *
- * Import / Export and customers management
- Ability to geo-locate the customer or to navigate it (requires Google Maps and Google Navigator) *
- Managing customer visits
- Placing an order and the order report generation in PDF* format.
- Sharing of the order and customer card *
- Ability to enter appointments in your Google calendar.
- Statistical analysis of visits and orders (via charts) *
- Function Agenda for quick viewing of visits with ability to enable multiple filters and view the status of these (open / closed, expired, etc. ..)
- Possibility of customization (language, currency, purpose of visit ...)
- Ability to add images from this visit (disputes, showrooms, etc ..)
- Ability to export the visits data in XML format compatible with the layout of different management (eg. Danea Easy Fatt) *
- Possibility to make a backup of data
* Some functions are unique to the full version "Sales Agent"
Lingue: Italiano, Français, English, Español.